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Estimating and Invoicing

Simplify project planning and streamline billing with just a few clicks. Say goodbye to the hassle of managing projects and invoices manually. Easily create detailed estimates and proposals that clearly set expectations with your clients. With our efficient and user-friendly online invoicing system, you can send, track and manage payments with ease, freeing up more time to focus on your business.

Streamline Your Business Process with Efficient Estimates and Invoicing

Invoices and estimates via text

Generate and send invoices and estimates to clients via text message in just a few clicks. The ability to send invoices and estimates via text eliminates the need for long email threads and phone calls, and provides an efficient way to keep track of payments and outstanding balances, while your customers are be able to pay or approve estimates directly through their phone.

Estimate options made easy

Streamline your sales process and eliminate the time-consuming back-and-forth of email and phone calls. Simply send your client an estimate via text or email, and track its status in real-time. Your client can quickly approve or decline the estimate with just a few clicks, and you can follow up promptly with an invoice. By automating this process, you can ensure that everyone is on the same page and avoid any potential miscommunication.

Seamless integration + ACH

Currently, our system allows payments via our integrations with Stripe and Authorize.net . Your clients can choose between debit/credit card payments, Google/Apple Pay or ACH. You can set up reccuring payments, or automatic invoices so you can rest assured everything is handled automatically for you.

An effortless solution to online invoicing and estimating

Improve your estimation flow and invoice processing

With Xtremify's invoicing and estimation tools, business owners can handle customer inquiries efficiently, create estimates on the fly, and automatically generate invoices based on approved estimates. Our platform offers a solution for both small businesses looking to improve customer communication and large enterprises seeking to streamline their sales process. Utilizing online estimation and invoicing, businesses can always stay ahead.

Core features that improve workflow include:

Templated inventory and service items
Customizable tax calculations
Debit, credit, ACH, direct bank transfer, and Google/Apple Pay payment options
Customizable estimate options with customer feedback options built-in
Invoices and estimates via text or email
Integration with Stripe, Authorize.net and QuickBooks
Add-on features available with our proprietary texting platform.

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Features & Benefits of Xtremify's Invoicing and Estimation System

Job estimation and invoicing made easy

With our job estimation and invoicing tools, we make it easy for you to create professional, detailed estimates and invoices that are tailored to your business needs. You can create custom templates and easily import pricing information, saving you time and ensuring accuracy. Our system also enables you to track payments and send reminders, so you can stay on top of your cash flow. With everything in one place, you'll be able to manage your jobs, customers, and finances with ease, and focus on growing your business.

Show Answer Invoicing Made Easy
We have paired down the essential set of features so you can get the most simplified yet powerful approach to customer invoicing. From saved line items to automatic estimate and invoice conversions and payment reminders, our invoicing system will help you improve your sales management process. We also integrate with QuickBooks, so you can easily sync the data with your accountant, while skipping the complexity of other, more accounting-related softwares.
Show Answer Never miss a payment
Using our invoices dashboard, you can easily identify which invoices got paid, and which are delayed. We implemented a feature where we track if a customer has seen the invoice, to insure you will be prompting them at the right time for approval or due payment. We also have the option to automatically withdraw funds via direct bank transfer/ACH, so you can build your own recurring invoices or subscriptions right into Xtremify's invoicing system
Show Answer Eliminate the back and forth during project estimation
Generate detailed estimate options with our advanced estimation system, and communicate directly with clients via Textify to receive feedback on the actual invoice. Say goodbye to endless phone conversations and back-and-forth exchanges.
Show Answer Easily manage the estimate approval process
We know the estimation process can be a long and tiresome, especially if you have a picky client. This is why we implemented features to reduce the workload to a minimum. From automatic reminders, to easy updates on declined estimates and estimate to invoice conversion, your experience with the estimation/invoicing process will be flawless.
Our Lead Tracking System

Let us help you succeed

The main goal of Xtremify is to help customers acheive better business performance, with little to no effort from the actual business owner. We maintain this by constantly adding features that would bring more leads and sales, and by constantly improving our current software solutions. Get in touch with our sales to start your business improvement today!

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Streamline Your Business Process with Efficient Estimates and Invoicing